Position in DOCN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,856,608
-$15,676,868 QoQ
Shares Held
94,610
-73.4% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#98
of 564 holders
Holding Since
Sep 2021
4 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in DOCN Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LMR Partners LLP holds $388,992,803 across 39 Software - Infrastructure names. DOCN ranks #12 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDB |
MongoDB, Inc.
|
135,304 | $45,448,613 | |
| 2 | MSFT |
Microsoft Corp
|
100,797 | $37,599,296 | |
| 3 | NET |
Cloudflare, Inc.
|
136,257 | $33,421,116 | |
| 4 | FFIV |
F5, Inc.
|
76,109 | $31,658,299 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
155,332 | $29,635,015 | |
| 6 | PANW |
Palo Alto Networks Inc
|
70,975 | $24,203,894 | |
| 7 | FTNT |
Fortinet, Inc.
|
140,793 | $21,628,620 | |
| 8 | OKTA |
Okta, Inc.
|
156,716 | $21,383,898 |
All Filings in DOCN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,856,608 | 94,610 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $30,533,476 | 355,951 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $29,834,400 | 620,000 | Shares | Sole | 2026-02-17 | |
| 2021-09-30 | $3,011,345 | 38,791 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||